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Advisory Services

Family Office

Organize & simplify (get out of the weeds).

In today’s fast-paced environment, many of our clients will attest that their lives have become more demanding and the pressure to manage their financial responsibilities has increased dramatically. As a result of the heightened need for concierge services, PSG has launched a suite of services, PSG Family Office*. The front-runner of this new line of concierge services is PSG Bill Pay*.

We understand that your time is precious; PSG is here to help you spend more time enjoying the fruits of your labor and less time worrying about the day-to-day operations of managing your personal accounts and paying bills.

Enjoy the fruits of your labor.

By making PSG your personal CFO, our Bill Pay services can manage your ongoing expenditures, allowing you more time to do the things you enjoy most in life. We can assist you in preparing a budget for living expenses, creating year-end tax reports for accounting purposes, conducting monthly and quarterly expense reviews, as well as account reconciliation and reporting.

Unlike other bill-paying services offered in the market, PSG Bill Pay encompasses full management of your bill paying needs. You will not be required to initiate transactions online as we handle each of the requirements associated with your personal accounts and expenses. In many cases, we also assist clients who are responsible for the financial affairs of their adult children and their parents (Sandwich Generation).

Stop spending your valuable time tracking bills, writing checks, reconciling your accounts, and following up with multiple companies to manage your personal and family financial affairs. PSG can be your one-stop-shop for timely and efficient bill payment and record-keeping.

Maryland Office
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501

Virginia Office
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501

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Planning Solutions Group, LLC